News outlets have recently indicated that ChargePoint is going public via a Reverse Merger (SPAC) call Switchback Energy Acquisition. (SBE)…
The purpose for this (and other upcoming) analysis is to highlight the traditional industrial technology firms that are re-accelerating growth…
A company’s ability to innovate can be witnessed by studying the firm’s ability to develop and commercialize new products. Accordingly,…
One of my favorite books of 2020 is a classic, Complexity Theory. The book covers how ideas converge at the…
The number of deeptech companies exploring SPACs is an indication that there is a gap in the market between post-venture…
Last week I covered commissions and take-rates on retail energy products. Today I am covering the next level of consumer…
Capital allocation is a critical lifeline for the oil & gas industry. The industry is incredibly capital intensive: pipelines, refineries,…
Portfolio and revenue diversification has its’ documented benefits. When covering revenue diversification, most teams focus on removing the downside risks:…
Earlier today the CEO of Uber announced the following: Awesome announcement and i wanted to do a back of the…
Decarbonization. Decentralization. Digitization. I didn’t think we needed to explicitly state “reliability” as a pillar because no-one expected a decline…